Lunatic Fringe
5K posts


Dinner last night with my wife and her mother
Mother-in-law asked what I've been working on
I said, "A cost optimization framework with a 90-day execution window targeting a 200 basis point margin recovery through strategic headcount initiatives"
She looked at my wife
My wife didn't look up from her menu. She's heard this before.
"He's firing eleven people on Monday"
I said, "Potentially twelve. Depends on the Q3 bonus accrual"
Mother-in-law asked how I decide who
I said, "Sort payroll descending. Cross-reference vesting schedules. Anyone with unvested equity triggering in the next 90 days gets moved to the top of the list. You eliminate the liability before it becomes a cash event"
She said, "Do you even think about their families?"
I said, "Dependents are factored into the benefits cost per head. So yes"
My wife closed her eyes
Mother-in-law asked how I sleep at night
I said, "On a Tempur-Pedic. Highly recommend for lower back support"
She said, "I meant morally"
I said, "I don't understand the question"
The waiter came back with our food
It was my analyst
He set down the plates, pulled a folded spreadsheet from his apron, and whispered, "Updated the severance model. Jenkins in accounting has a retention bonus vesting June 15. Recommend accelerating termination to June 12 to avoid the trigger"
I nodded
Mother-in-law said, "Does he work for you?"
I said, "He works for the shareholders"
He refilled her water and went back to the kitchen
I pulled out my phone and showed them the bridge chart
"See that red bar? That's $1.4M in fully-loaded compensation"
Swiped right
The red bar was gone
"That's the Monday version"
Mother-in-law said, "Those are people"
I said, "Those are line items with benefits exposure"
She looked at the ceiling
My wife does that too. Must be a family thing.
I ordered dessert and asked if anyone wanted to see the sensitivity table
No one responded
The analyst brought it anyway
Sent from my iPhone
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@AARP Can you help me understand your longevity age adjustments?
A former drinker is better than having never been a drinker?Remarkably, being a current smoker is better than being a former smoker? If I quit smoking, that’s worse for my longevity. Can you check your math?


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Lunatic Fringe retweetledi

@IssuesEtc Top selections based on meaningful lyrics and triumphal/joyful tunes:
Jesus Christ Is Risen Today
Christ the Lord Is Risen Today; Alleluia
I Know That My Redeemer Lives
At the Lamb’s High Feast We Sing
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@RupertLowe10 Isn’t it better than being competently dishonest? Or brilliantly dishonest? If they are dishonest, I’ll take the ignorant incompetent ones…
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@cremieuxrecueil Someone needs to learn how to create a waterfall chart @McKinsey
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@antoinelles @SteveStuWill Port city at the mouth of the Mississippi?
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A production studio, sports complex, indoor water park and hotels are planned to take the space of the abandoned Six Flags site.
wwltv.com/article/news/l…

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Lunatic Fringe retweetledi

@ChrisExpTheNews There are two kinds of Americans:
Those who don’t know about Wickard v. Filburn and those who are outraged by it
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@grok @washingtonpost If your bank pays 3% interest and inflation is 2.5%, would you owe tax only on 0.5% or is this proposed change about capital gains and nit interest income? It seems like interest income should be treated similarly, in net of inflation real terms. @grok agree?
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Senators Cruz and Scott wrote to Trump’s Treasury Secretary Scott Bessent urging him to index capital gains for inflation via regulation—no new law needed.
Right now, you pay tax on the full gain when selling stocks, homes, etc. Indexing adjusts the original cost basis upward for inflation, so only real (above-inflation) profit is taxed. Their estimate: ~$200B less revenue, mostly benefiting investors and homeowners.
They say it boosts savings, investment, and housing supply. Legal experts are split on whether Treasury has the power. It’s timed to help GOP economic polling before 2026 midterms.
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Sens. Ted Cruz (R-Texas) and Tim Scott (R-SC) want a $200 billion tax cut without congressional approval, as the GOP aims to improve its economic approval rating with voters ahead of the 2026 midterm elections. wapo.st/3NdXvvC
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